International Assets Investment Management LLC Increases Holdings in Strategy Inc $MSTR

International Assets Investment Management LLC lifted its position in Strategy Inc (NASDAQ:MSTR) by 22.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,121 shares of the software maker’s stock after buying an additional 202 shares during the period. International Assets Investment Management LLC’s holdings in Strategy were worth $453,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. GAMMA Investing LLC raised its holdings in Strategy by 47.7% in the 1st quarter. GAMMA Investing LLC now owns 830 shares of the software maker’s stock worth $239,000 after acquiring an additional 268 shares during the last quarter. Creative Financial Designs Inc. ADV raised its stake in shares of Strategy by 21.1% in the first quarter. Creative Financial Designs Inc. ADV now owns 705 shares of the software maker’s stock worth $203,000 after purchasing an additional 123 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. lifted its holdings in shares of Strategy by 27.4% during the first quarter. Sumitomo Mitsui Trust Group Inc. now owns 528,850 shares of the software maker’s stock valued at $152,452,000 after purchasing an additional 113,752 shares in the last quarter. Amalgamated Bank boosted its position in shares of Strategy by 43.0% during the first quarter. Amalgamated Bank now owns 12,455 shares of the software maker’s stock valued at $3,590,000 after buying an additional 3,747 shares during the last quarter. Finally, Argent Advisors Inc. increased its holdings in Strategy by 29.4% in the 1st quarter. Argent Advisors Inc. now owns 11,000 shares of the software maker’s stock worth $3,171,000 after buying an additional 2,500 shares in the last quarter. Institutional investors own 59.84% of the company’s stock.

Insider Buying and Selling

In related news, Director Jarrod M. Patten bought 12,000 shares of the firm’s stock in a transaction that occurred on Friday, October 17th. The shares were bought at an average cost of $96.88 per share, with a total value of $1,162,560.00. Following the acquisition, the director owned 29,335 shares in the company, valued at $2,841,974.80. This trade represents a 69.22% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Peter L. Briger, Jr. bought 220,000 shares of the firm’s stock in a transaction that occurred on Tuesday, July 29th. The stock was bought at an average cost of $90.00 per share, for a total transaction of $19,800,000.00. Following the completion of the acquisition, the director owned 220,000 shares in the company, valued at $19,800,000. This trade represents a ∞ increase in their position. The disclosure for this purchase can be found here. In the last quarter, insiders purchased 289,254 shares of company stock worth $26,372,670 and sold 65,000 shares worth $24,099,750. 8.46% of the stock is owned by company insiders.

Analyst Ratings Changes

MSTR has been the topic of a number of recent analyst reports. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Strategy in a report on Wednesday, October 8th. Cantor Fitzgerald restated an “overweight” rating on shares of Strategy in a research report on Wednesday, August 13th. Cowen restated a “buy” rating on shares of Strategy in a report on Wednesday, August 13th. Benchmark reiterated a “buy” rating on shares of Strategy in a research note on Wednesday, August 13th. Finally, Wells Fargo & Company reissued an “equal weight” rating and set a $54.00 price target (down from $65.00) on shares of Strategy in a report on Tuesday, September 30th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $505.47.

Strategy Price Performance

NASDAQ MSTR opened at $301.91 on Wednesday. The business’s fifty day moving average price is $331.90 and its 200-day moving average price is $362.73. The stock has a market capitalization of $85.61 billion, a price-to-earnings ratio of 26.58 and a beta of 3.83. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.68 and a quick ratio of 0.68. Strategy Inc has a 1-year low of $204.91 and a 1-year high of $543.00.

Strategy (NASDAQ:MSTR) last released its quarterly earnings results on Thursday, July 31st. The software maker reported $32.60 earnings per share for the quarter, beating the consensus estimate of ($0.12) by $32.72. The firm had revenue of $114.49 million for the quarter, compared to analysts’ expectations of $112.68 million. Strategy had a return on equity of 18.83% and a net margin of 1,036.61%.The company’s revenue was up 2.7% compared to the same quarter last year. During the same period in the prior year, the firm earned ($5.74) EPS. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Strategy Company Profile

Strategy Incorporated, formerly known as MicroStrategy, provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally. It offers Strategy ONE, a platform that allows non-technical users to access novel and actionable insights for decision-making, and Strategy Cloud for Government, which provides always-on threat monitoring designed to meet the strict technical and regulatory standards of governments and financial institutions.